SageGuard Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

SageGuard Financial Group’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.03M	Sell	108,685 -6,557	-6%	-$548K	1.27%	20
2026 Q1	$9.45M	Sell	115,242 -5,751	-5%	-$484K	1.46%	21
2025 Q4	$9.4M	Buy	+120,993	New	+$9.44M	1.5%	22
2021 Q3	–	Sell	-13,891	Closed	-$972K	–	131
2021 Q2	$972K	Sell	13,891 -589	-4%	-$41.2K	0.44%	55
2021 Q1	$988K	Sell	14,480 -2,208	-13%	-$145K	0.46%	55
2020 Q4	$1.13M	Buy	+16,688	New	+$1.1M	0.54%	50

Other funds holding XLP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SageGuard Financial Group's XLP Position: Q2 2026 in Review

SageGuard Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.7% in Q2 2026, selling an estimated $548K and leaving 108,685 shares worth $9.03M. The position accounts for 1.27% of the portfolio, ranked #20.

SageGuard Financial Group first reported a position in XLP in Q4 2020 and has held it in 6 quarters since. The position peaked at $9.45M in Q1 2026. 782 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

SageGuard Financial Group held 108,685 shares of State Street Consumer Staples Select Sector SPDR ETF worth $9.03M as of Q2 2026.
SageGuard Financial Group sold 6,557 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $548K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.27% of SageGuard Financial Group's portfolio in Q2 2026, its #20 holding.
SageGuard Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.45M in Q1 2026.
782 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.